$CANTON - Canton Network is positioned to capture massive RWA opportunity with strong institutional partnerships (DTCC, JPMorgan) and will drive trillions in daily settlements by 2030
$RWA - Real world assets tokenization is a massive TAM opportunity that will bring traditional financial services on-chain despite not being fully censorship resistant
$INFRA - Infrastructure and composability layers for financial services represent critical bottlenecks that need solving for blockchain adoption
Bearish:
$LAYERTWO - Layer 2 solutions fragment composability and create worse outcomes for Ethereum by breaking the global composable world promise
$CEFI - Many crypto intermediaries are more centralized than traditional finance and create false promises about disintermediation